0000728014-14-000015.txt : 20141114 0000728014-14-000015.hdr.sgml : 20141114 20141114141110 ACCESSION NUMBER: 0000728014-14-000015 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141114 DATE AS OF CHANGE: 20141114 EFFECTIVENESS DATE: 20141114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RUANE, CUNNIFF & GOLDFARB INC CENTRAL INDEX KEY: 0000728014 IRS NUMBER: 132628641 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-00154 FILM NUMBER: 141222824 BUSINESS ADDRESS: STREET 1: 767 FIFTH AVENUE SUITE 4701 CITY: NEW YORK STATE: NY ZIP: 10153-4798 BUSINESS PHONE: 2128325280 MAIL ADDRESS: STREET 1: 767 FIFTH AVE STREET 2: SUITE 4701 CITY: NEW YORK STATE: NY ZIP: 10153 FORMER COMPANY: FORMER CONFORMED NAME: RUANE CUNNIFF & CO INC DATE OF NAME CHANGE: 19970618 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000728014 XXXXXXXX 09-30-2014 09-30-2014 RUANE, CUNNIFF & GOLDFARB INC

767 FIFTH AVE SUITE 4701 NEW YORK NY 10153

13F HOLDINGS REPORT 028-00154 N Todd Ruoff 212-832-5280 /s/ Todd Ruoff New York NY 11-14-2014 0 162 18880992 false INFORMATION TABLE 2 inftable.xml 3M Company COM 88579y101 286 2021 SH SOLE 0 0 2021 58.com Inc ADR COM 31680q104 36247 973085 SH SOLE 957040 0 16045 AT&T Inc COM 00206r102 204 5780 SH SOLE 0 0 5780 Acacia Conservation Fund COM 003993144 141 140516 SH SOLE 0 0 140516 Advance Auto Parts COM 00751y106 218019 1673207 SH SOLE 1104665 0 568542 Allstate COM 020002101 736 12000 SH SOLE 0 0 12000 Altria Group Inc COM 02209S103 3913 85174 SH SOLE 2664 0 82510 American Electric Power COM 025537101 805 15420 SH SOLE 0 0 15420 American Express COM 025816109 122469 1399011 SH SOLE 574647 0 824364 Amgen COM 031162100 227 1617 SH SOLE 0 0 1617 Apple Computer COM 037833100 1382 13720 SH SOLE 0 0 13720 Applied Materials COM 038222105 296 13692 SH SOLE 0 0 13692 Arch Capital Group Ltd COM g0450a105 590 10788 SH SOLE 0 0 10788 Athenahealth Inc. COM 04685w103 26338 200000 SH SOLE 200000 0 0 Automatic Data Processing COM 053015103 506 6091 SH SOLE 0 0 6091 BP Amoco PLC ADR COM 055622104 244 5548 SH SOLE 0 0 5548 Bank of America Corp COM 060505104 9174 538077 SH SOLE 500732 0 37345 Bed Bath & Beyond Inc COM 075896100 400 6080 SH SOLE 0 0 6080 Berkshire Hathaway - Cl A COM 084670108 2115139 10223 SH SOLE 6880 0 3343 Berkshire Hathaway - Cl B COM 084670702 679162 4916475 SH SOLE 3090039 0 1826436 Best Buy Company Inc COM 086516101 336 10000 SH SOLE 0 0 10000 Bio-Techne Corp COM 09073m104 238 2540 SH SOLE 0 0 2540 Boeing COM 097023105 224 1756 SH SOLE 0 0 1756 Brown & Brown Inc. COM 115236101 85140 2648208 SH SOLE 1958575 0 689633 CVS Corp. COM 126650100 2113 26553 SH SOLE 0 0 26553 Cabelas Inc. Cl A COM 126804301 201123 3414658 SH SOLE 2255641 0 1159017 Canadian Natural Resources COM 136385101 29484 759123 SH SOLE 485472 0 273651 Caterpillar COM 149123101 6820 68871 SH SOLE 54422 0 14449 Central Securities Corp COM 155123102 394 17128 SH SOLE 0 0 17128 ChevronTexaco Corp COM 166764100 716 5998 SH SOLE 89 0 5909 Chubb COM 171232101 1086 11922 SH SOLE 0 0 11922 Citigroup Inc COM 172967424 451 8706 SH SOLE 40 0 8666 Coca Cola Co. COM 191216100 44487 1042818 SH SOLE 523195 0 519623 Colfax Corp COM 194014106 28565 501400 SH SOLE 500000 0 1400 Colgate Palmolive Co. COM 194162103 231 3548 SH SOLE 0 0 3548 Comcast Corp. Spl Cl A COM 20030n200 400 7474 SH SOLE 0 0 7474 Concur Technologies Inc COM 206708109 1138 8974 SH SOLE 5128 0 3846 ConocoPhillips COM 20825c104 6047 79026 SH SOLE 78000 0 1026 Costco Wholesale Corp COM 22160k105 92699 739699 SH SOLE 305469 0 434230 Cresud SACIFYA Spon ADR Repstg COM 226406106 6597 605247 SH SOLE 605247 0 0 Daimler-Chrysler AG COM d1668r123 295 3864 SH SOLE 0 0 3864 Danaher Corp. COM 235851102 111486 1467303 SH SOLE 1067684 0 399619 Devon Energy Corporation New COM 25179m103 249 3645 SH SOLE 0 0 3645 Diageo PLC Sponsored ADR COM 25243q205 3722 32250 SH SOLE 30250 0 2000 DirectTV COM 25490a309 3708 42854 SH SOLE 33659 0 9195 Disney Walt COM 254687106 5108 57374 SH SOLE 0 0 57374 Dow Chemical COM 260543103 2150 41000 SH SOLE 0 0 41000 Du Pont E I De Nemours & Co. COM 263534109 4360 60762 SH SOLE 51768 0 8994 Ebay Inc COM 278642103 214 3785 SH SOLE 0 0 3785 Edison International COM 281020107 2399 42900 SH SOLE 0 0 42900 Emcor Group Inc COM 29084q100 66452 1662959 SH SOLE 1139757 0 523202 Emerson Electric COM 291011104 337 5380 SH SOLE 0 0 5380 Energizer Holdings Inc COM 29266r108 203 1644 SH SOLE 223 0 1421 Expeditors Int'l of Wash. Inc. COM 302130109 5581 137524 SH SOLE 77753 0 59771 Express Scripts Holding Co. COM 30219g108 379 5372 SH SOLE 0 0 5372 Exxon Mobil Corp COM 30231g103 8346 88742 SH SOLE 14146 0 74596 Fastenal Co COM 311900104 1081482 24086459 SH SOLE 15561917 0 8524542 Fifth Third Bancorp COM 316773100 2292 114508 SH SOLE 0 0 114508 General Electric COM 369604103 6203 242101 SH SOLE 46112 0 195989 General Mills COM 370334104 5074 100567 SH SOLE 100040 0 527 Goldman Sachs Group Inc COM 38141g104 232325 1265593 SH SOLE 862833 0 402760 Google Inc Cl A COM 38259p508 346259 588466 SH SOLE 425943 0 162523 Google Inc Cl C COM 38259p706 341615 591684 SH SOLE 427785 0 163899 Graham Holdings Co. COM 384637104 2272 3248 SH SOLE 2000 0 1248 Greenlight Capital Re Ltd Cl A COM G4095J109 14318 441764 SH SOLE 441764 0 0 Groupon Inc. COM 399473107 20049 3001417 SH SOLE 3000000 0 1417 HDFC Bank Ltd ADR Repstg 3 Shs COM 40415f101 846 18166 SH SOLE 0 0 18166 Heartland Express COM 422347104 2421 101057 SH SOLE 0 0 101057 Hexcel Corp COM 428291108 46897 1181280 SH SOLE 1181280 0 0 Home Depot COM 437076102 2642 28796 SH SOLE 159 0 28637 IAC Interactivecorp COM 44919p300 79094 1200210 SH SOLE 1200000 0 210 IBM COM 459200101 268724 1415603 SH SOLE 923127 0 492476 ITAU Unibanco Holdings S.A. AD COM 465562106 197 14168 SH SOLE 0 0 14168 Idex Corp COM 45167R104 578 7985 SH SOLE 0 0 7985 Idexx Laboratories Corp. COM 45168D104 612372 5197081 SH SOLE 3413943 0 1783138 Illinois Tool Works COM 452308109 200 2374 SH SOLE 80 0 2294 Innerworkings Inc Com COM 45773y105 8090 1000000 SH SOLE 1000000 0 0 Intel Corp COM 458140100 610 17511 SH SOLE 0 0 17511 Interactive Brokers Group Inc COM 45841n107 43320 1736264 SH SOLE 1729299 0 6965 Ishares India 50 ETF COM 464289529 264 8910 SH SOLE 0 0 8910 JC Penney COM 708160106 241 24000 SH SOLE 0 0 24000 JP Morgan Chase & Co. COM 46625h100 3030 50299 SH SOLE 996 0 49303 Jacobs Engineering Group Inc COM 469814107 192127 3935406 SH SOLE 2574319 0 1361087 Johnson & Johnson COM 478160104 8128 76259 SH SOLE 60549 0 15710 Kellogg Co. COM 487836108 2372 38500 SH SOLE 38500 0 0 Kinder Morgan Energy Partners COM 494550106 224 2400 SH SOLE 0 0 2400 Kraft Foods Group Inc. COM 50076Q106 1024 18158 SH SOLE 614 0 17544 Lennox International Inc. COM 526107107 1505 19584 SH SOLE 1814 0 17770 Leucadia Nat'l COM 527288104 405 16971 SH SOLE 2482 0 14489 Linear Technology Group COM 535678106 6045 136184 SH SOLE 44855 0 91329 Lockheed Martin Corp. COM 539830109 503 2750 SH SOLE 0 0 2750 Lowe's Companies COM 548661107 546 10314 SH SOLE 0 0 10314 MRC Global Inc. COM 55345k103 8675 372000 SH SOLE 372000 0 0 Mastercard Inc COM 57636q104 402577 5446115 SH SOLE 4026880 0 1419235 McDonalds COM 580135101 13040 137542 SH SOLE 89321 0 48221 McGraw Hill COM 580645109 42709 505730 SH SOLE 500000 0 5730 Medtronic Inc COM 585055106 601 9700 SH SOLE 0 0 9700 Merck & Co. COM 58933y105 284 4784 SH SOLE 309 0 4475 Microsoft COM 594918104 2935 63309 SH SOLE 15276 0 48033 Mohawk Industries COM 608190104 381639 2830730 SH SOLE 1967669 0 863061 Mondelez International COM 50075n104 1943 56710 SH SOLE 1843 0 54867 Novartis AG - Sponsored ADR COM 66987v109 732 7772 SH SOLE 0 0 7772 Novo Nordisk A/S ADR COM 670100205 3602 75642 SH SOLE 43250 0 32392 O Reilly Automotive Inc COM 67103h107 546427 3634125 SH SOLE 2730825 0 903300 Omnicom Group COM 681919106 197559 2868999 SH SOLE 1923549 0 945450 Oracle Corp. COM 68389X105 66992 1750063 SH SOLE 1728875 0 21188 PepsiCo COM 713448108 17577 188815 SH SOLE 130954 0 57861 Perrigo Co PLC COM G97822103 256931 1710706 SH SOLE 1085266 0 625440 Pfizer COM 717081103 324 10967 SH SOLE 0 0 10967 Philip Morris Intl Inc. COM 718172109 7937 95165 SH SOLE 3738 0 91427 Phillips 66 COM 718546104 3211 39491 SH SOLE 39000 0 491 Pioneer Natural Resources Co. COM 723787107 34451 174903 SH SOLE 171000 0 3903 Praxair COM 74005P104 244139 1892547 SH SOLE 1255008 0 637539 Precision Castparts Corp COM 740189105 725954 3064648 SH SOLE 1945670 0 1118978 Price T Rowe Group Inc COM 74144t108 317 4045 SH SOLE 0 0 4045 Primerica Inc COM 74164M108 179431 3721085 SH SOLE 3705000 0 16085 Procter & Gamble COM 742718109 14346 171316 SH SOLE 45500 0 125816 Progressive Corp. Ohio COM 743315103 1642 64940 SH SOLE 0 0 64940 Public Storage Inc. COM 74460d109 413 2493 SH SOLE 0 0 2493 Qihoo 360 Technology Co. ADR COM 74734m109 101205 1500000 SH SOLE 1500000 0 0 Qualcomm Inc COM 747525103 22609 302382 SH SOLE 300000 0 2382 Range Resources Corp COM 75281a109 244607 3607242 SH SOLE 3601850 0 5392 Republic Services Inc Cl A COM 760759100 492 12606 SH SOLE 714 0 11892 Resource America Inc - (RESTRI COM 761195205 2738 294117 SH SOLE 294117 0 0 Resource America Inc Cl A COM 761195205 5616 603180 SH SOLE 603180 0 0 Ritchie Bros Auctioneers Inc COM 767744105 29648 1324170 SH SOLE 895524 0 428646 Robert Half Internat'l COM 770323103 343 7000 SH SOLE 0 0 7000 Roper Industries Inc New COM 776696106 653 4465 SH SOLE 0 0 4465 Royal Bk CDA Montreal Que COM 780087102 3601 50400 SH SOLE 50400 0 0 Royal Dutch Shell PLC Spon ADR COM 780259206 1621 21299 SH SOLE 7199 0 14100 SEI Investments Co COM 784117103 362 10000 SH SOLE 0 0 10000 Schlumberger Ltd COM 806857108 6563 64536 SH SOLE 58000 0 6536 Sherwin Williams Co. COM 824348106 1162 5307 SH SOLE 106 0 5201 Sirona Dental Systems Inc COM 82966c103 217287 2833679 SH SOLE 2009232 0 824447 Soufun Holdings LTD ADR COM 836034108 1990 200000 SH SOLE 200000 0 0 Southwestern Energy Co COM 845467109 124647 3566435 SH SOLE 3558000 0 8435 Stericycle Inc. COM 858912108 350 3000 SH SOLE 0 0 3000 Suntrust Banks COM 867914103 1187 31203 SH SOLE 0 0 31203 TJX Cos - New COM 872540109 1794776 30332526 SH SOLE 19428904 0 10903622 Thermo Electron COM 883556102 377 3101 SH SOLE 0 0 3101 Tiffany & Co COM 886547108 206872 2147983 SH SOLE 1507276 0 640707 Travelers Companies Inc. COM 89417e109 212 2262 SH SOLE 0 0 2262 Trimble Navigation Ltd. COM 896239100 104080 3412462 SH SOLE 2382338 0 1030124 U.S. Bancorp New - Del. COM 902973304 1190 28452 SH SOLE 0 0 28452 Union Pacific COM 907818108 10934 100846 SH SOLE 0 0 100846 United Technologies COM 913017109 215 2033 SH SOLE 0 0 2033 Valeant Pharmaceuticals Intern COM 91911k102 4525615 34494015 SH SOLE 21538500 0 12955515 Verisk Analytics Class A COM 92345Y106 3616 59380 SH SOLE 21546 0 37834 Verizon Communications COM 92343v104 355 7109 SH SOLE 0 0 7109 Visa Inc Class A COM 92826C839 238035 1115595 SH SOLE 599402 0 516193 WPP PLC New ADR COM 92937a102 314 3124 SH SOLE 0 0 3124 Wal-Mart Stores COM 931142103 168987 2209841 SH SOLE 1691161 0 518680 Waters Corp COM 941848103 203253 2050578 SH SOLE 1416668 0 633910 Wells Fargo & Co. New COM 949746101 15277 294530 SH SOLE 150300 0 144230 West Pharmaceutical Svcs Inc C COM 955306105 46034 1028465 SH SOLE 658023 0 370442 World Fuel Services Corp COM 981475106 236567 5926035 SH SOLE 4541907 0 1384128 Yandex NV Shs COM n97284108 55591 2000048 SH SOLE 2000000 0 48 Young Broadcasting Inc Cl A COM 987434107 0 144865 SH SOLE 0 0 144865 Zoetis Inc. COM 98978v103 6404 173322 SH SOLE 51134 0 122188 Constellation Software Inc. COM 21037x100 64692 256800 SH SOLE 256800 0 0 Jardine Matheson Hldgs (U$.25 COM G50736100 223 3600 SH SOLE 3600 0 0 Ryanair Hldgs PLC Spon ADR COM 783513104 458 8121 SH SOLE 780 0 7341